Drilling Hydraulics: 6.1 Mass and Energy Balance
Drilling Hydraulics: 6.1 Mass and Energy Balance
Drilling Hydraulics: 6.1 Mass and Energy Balance
Chapter 6
Drilling Hydraulics
During most of the drilling operations, the drilling fluid is circulating through
the circulating system and/or the drillstring is moving with respect to the fluid.
These dynamic components cause pressure gradients and pressure losses that
must be determined, predicted, and controlled in order to perform the drilling
operation safely and optimally. The most important parameters to be deter-
mined are:
• The pressure along the borehole while moving the drillstring (surge and
swab pressures)
• The pressure along the borehole during well control operations (kick re-
moval)
In order to proceed with these studies, we need to use basic physical principles
like mass conservation and energy conservation. Also, the flow behavior of the
fluid must be understood and determined (rheological properties of the fluid,
laminar and turbulent flow, etc.)
Mass and energy (two different forms of the same thing), can be neither created
nor destroyed and, for non–relativistic scenarios, one cannot be converted into
the other. This results in the mass and energy conservation laws.
dm
= ṁ = ρi qi − ρo qo .
dt
where m is the mass within the volume, ρ is density, and q is flow rate. It is
evident that a volume under study may have several influxes and several out
fluxes so that a general expression can be written:
dm X X
= ṁ = ρi q i − ρo q o .
dt
Considering only steady-state conditions (the mass inside the volume under
control does not change) this expression reduces to:
X X
0= ρi q i − ρo q o .
The expression above is important when considering flows other than gen-
erated by the fluid pumps, like kick influx, fluid loss (to underground formations),
mud treatment (material addition and fluid discard,) et cetera. For a closed, sin-
gle way system (as the circulating system is considered most of the times) we
have:
qi = qo = q ,
that is, the flow rate at any point of the system is constant equal to q (the flow
rate). Therefore, it suffices to know the flow area to calculate fluid average
velocity at any point of the circulating system.
Example 22: A 11 lb/gal fluid is being circulated at 280 gal/min. The diameter
of the hole is 81 /2 in. The drill collars have 8 in OD and 3 in ID, and the drill
pipes have 5 in OD and 4.276 in ID. Calculate the average fluid velocities inside
the DP’s and DC’s, and in the annular space opposite to the DP’s and DC’s.
Solution:
A 11 lb/gal fluid can be consider incompressible. Therefore we can write for
the flow rate at any point of the circuit:
q
q = A v̄ → v̄ =
A
where q is the fluid flow rate, A is the area in the point of interest, and v̄ is the
average velocity at the point. or v in ft/s, A in in2 , and q in gal/min we have:
231 in2
q[gal/min] 1 min 1 ft
v̄[ft/s] = × × ×
A[in2 ] 1 gal 60s 12 in
q[gal/min]
v̄[ft/s] = 0.3208
A[in2 ]
The average velocities are:
280 gal/min
vDP = 0.3208 π = 6.26ft/s
4
× 4.2762
280 gal/min
vDC = 0.3208 π = 12.71ft/s
4
× 32
280 gal/min
vannDP = 0.3208 π = 2.42ft/s
4
× (8.52 − 52 )
280 gal/min
vannDC = 0.3208 π = 13.86ft/s
4
× (8.52 − 82 )
Energy crosses the boundary of a system as work and/or heat, and internal
energy may be of several forms:
• potential,
• kinetic,
• chemical,
• thermal,
• etc.
The best way to apply the energy conservation in drilling is using the Bernoulli’s
equation:1
p2 − ρ g D2 = p1 − ρ g D1 ,
p2 = p1 + ρ g (D2 − D1 ) .
The meaning of the Bernoulli equation is that the total energy at point 1 is
equal to the total energy at point 2. This is true for ideal system in which no
energy loss occurs in the path between point 1 and point 2. For real systems,
however, a loss of energy always occurs because of the internal viscous friction
in the fluid. This energy loss reveals itself as a friction pressure drop. Therefore,
if the fluid flows from point 1 to point 2 we have, for real flow:
1 2 1 2
ρ v̄ + p − ρ g D = ρ v̄ + p − ρ g D − ∆pf .
2 2 2 1
1
Named after the Swiss physicist and mathematician Daniel Bernoulli.
In addition, if between points 1 and 2 we have a pump that increases the pres-
sure by a value we end up with the general energy conservation equation:
1 2 1 2
ρ v̄ + p − ρ g D = ρ v̄ + p − ρ g D + ∆pp − ∆pf .
2 2 2 1
for pressure in psi, density in lb/gal, depth in ft, and velocity in ft/s.
Example 23: Determine the pressure at the lower end of the drillstring if the
frictional pressure loss in the drillstring is 1650 psi, the flow rate is 340 gal/min,
the mud density is 11 lb/gal, and the well depth is 11500 ft. The internal diame-
ter of the drill collars at the lower end of the drillstring is 213 /16 in, and the pump
increases the pressure by 3000 psi.
Solution:
Consider the simplified diagram beside. We can assume that the velocity
of the fluid at the tank (point 1) is very low so that v̄1 = 0. In addition we have
Note the small contribution of the kinetic energy to the pressure at point 2
(2.74 psi.) In most of the situations, we can neglect the kinetic energy term. A
situation, however, where we can’t neglect the kinetic energy term is in the flow
through bit nozzles.
The drilling fluid exits the drillstring through nozzles at the bit (normally 3 or 4
nozzles). The nozzles accelerate the fluid forming a high-velocity jet below the
nozzles, which are hurled against the recently cut formation. The fluid jets help
to clean the bit cones and to remove the cuttings from beneath the bit (to avoid
re–grinding them) and so improving the drilling efficiency.
Bit nozzles are made of hard–erosion resistant materials such as cast tung-
sten carbide, sintered carbide or a ceramic material.
As the fluid exits the drillstring through the nozzles, its velocity accelerates from
v̄1 inside the bit to v̄2 at the jet at the expense of a pressure drop across the bit.
The pressure drop is determined using the mass conservation and the energy
conservation laws. The length of the nozzles is very short (about 11 /2 in), so
that so that the the potential energy terms can be neglected. In addition, the
friction loss is neglected (temporarily), and since there is no other source of
pressure, the Equation (6.1) becomes:
1
ρ v̄22 − v̄12 .
p2 = p1 −
2
The velocity of the fluid inside the bit is much less than the velocity in the jet.
Therefore we can write for the pressure drop across the bit:
1
∆pb = p1 − p2 = ρ v̄j2 , (6.3)
2
where v̄j is the average velocity of the fluid in the jet.
The pressure drop across the bit is an important parameter in drilling en-
gineering. If we solve Equation (6.3) for the average nozzle jet velocity, we
obtain: s
2 ∆pb
v̄j = .
ρ
This ideal exit velocity, however, is never obtained because of the friction-
less assumption made in the beginning of the derivation. The friction pressure
loss depends on parameters of the nozzle like the shape, material, and surface
roughness. Based on experimental measurements comparing ideal to real noz-
zle jet velocities, the following expression was proposed:
s
2 ∆pb
v̄j = Cd , (6.4)
ρ
A drilling bit has several nozzles distributed in the bit body (normally equal
to the number of cones.) If they have different areas, the total flow q splits to
the nozzles depending on their areas. The pressure drop is the same for each
nozzle (equal to the pressure inside the bit less the pressure outside the bit),
therefore the nozzle velocity is must be the same for each nozzle. Since the
flow q is be equal to the sum of the flows in the nozzles we have (assuming 3
nozzles):
ρ q2
∆pb = . (6.5)
2 Cd2 A2t
In field units we have:
−5 ρ q2 ρ q2
∆pb = 8.310 × 10 = , (6.6)
Cd2 A2t 12034 Cd2 A2t
The power across the bit is obtained by multiplying the pressure drop across
the bit by the flow rate:
ρ q3
Pb = q ∆pb = . (6.7)
2 Cd2 A2t
The Jet of fluid exert a force at the bottom of the hole called jet impact force. It
is due to the change in the jet momentum as it hits the bottom. An infinitesimal
volume dV of fluid in the jet with velocity v̄j has a linear momentum given by
(see Figure 6.5):
dM = ρdV v̄j .
As this volume hits the surface, the momentum is totally transferred to the sur-
face (the vertical velocity becomes zero), and the force due to this moment
transfer is given by:
dM dV
Fj = =ρ v̄j = ρ q v̄j .
dt dt
Using Equation (6.4) results in:
s
2 ∆pb p
Fj = ρ q Cd = Cd 2 ρ q 2 ∆pb ,
ρ
p
Fj = Cd 2 ρ q 2 ∆pb . (6.8)
In field units we have:
Cd p 2
Fj = ρ q ∆pb . (6.9)
54.85
Note that the impact force as derived is only true for nozzles close enough
to the formation so that the viscous friction between the fluid in the jet and the
fluid in the vicinity of the bit can be neglected.
The sizes of the nozzles are usually measured in 1/32nd of inch (hole diam-
eter), and are reported in “thirty-seconds” of inch. Nozzles range from 6/32 to
32/32. The area of a #14 nozzle for example is:
2
π 14
A(14) = = 0.1503 in2 .
4 32
Example 24: A 12 ppg drilling fluid is flowing through a bit containing three
#13 nozzles. The pump pressure increase is 3000 psi at a flow of 400 gpm.
Calculate (a) the pressure drop across the bit, (b) the hydraulic power delivered
by the pump, (c) the power spent at the bit, and (d) the hydraulic impact force.
(Use 0.95 for the discharge coefficient.)
Solution:
The total area of the nozzles is:
2
π 13
At = 3 A13 =3× = 0.3889 in2
4 32
ρ q2
∆pb = = 1169 psi
12034 Cd2 A2t
Consider the expression for the pressure downstream from the fluid tank to the
bottom of the borehole along the drillstring (see Figure 6.2). If the pressure in
the tank is p1 , the pressure at the bottom p2 , after the bit is:
1
ρ v̄22 − v̄12 + ∆pp − (∆pf )ds − ∆pb ,
p2 = p1 + ρ g (D2 − D1 ) −
2
where ∆pf ds is the frictional pressure drop along the drillstring. Consider now
the expression for the pressure downstream from the bottom of the borehole to
the fluid tank along borehole annular.
1
ρ v̄12 − v̄22 − ∆pf ann ,
p1 = p2 + ρ g (D1 − D2 ) −
2
where pf ann is the frictional pressure drop along the annular. Adding these two
equations we obtain:
∆pp = ∆pb + ∆pf , (6.10)
where ∆pf = (∆pf )ds + (∆pf )ann is the pressure drop along the whole (closed)
flow circuit. This expression says that the pressure increase in the pump is
equal to the friction pressure drop (considered the whole circuit) plus the pres-
sure drop across the bit. Therefore, since the pump adds energy to the fluid
system, we clearly see that this energy is spent part in friction, ∆pf , and part
to accelerate the fluid in the nozzles, represented by the pressure drop across
the bit, ∆pb .
Multiplying the expression above by the flow rate q, and recalling that power
P is equal to q ∆p we obtain the following relation:
PH = Pb + Pf
where PH is the hydraulic power delivered by the pump to the fluid, Pb is the
power spent at the bit to accelerate the fluid through the nozzles, and Pf is the
power spent to overcome viscous friction.
∆pf = c q m , (6.11)
where c and m are constants that determine the behavior of the pressure drop
of the whole circulation system.
The values of both c and m change as the borehole deepens, but not much.
The appropriate way to determine the values of c and m (to be used for the next
bit) is to run a simple test just before a dull bit is changed.
The test consists in circulating the fluid at two different flow rates and mea-
suring the pump pressures. Normally one of the flow rates is close to the min-
imum required to lift the cuttings and the other close to the expected flow rate
to be used for the next bit. Using the nozzles sizes of the dull bit and the values
of the pump pressures and flow rate, the friction pressure drop is calculated for
the two flow rates. Then these two values are used to determine the values of
c and m for the next bit run.
Example 25: In a drilling operation, a flow test was performed before start a
drillstring trip to change the bit. The following result was obtained:
q pp
[gpm] [psi]
475 3000
250 1000
The dull bit has one #13 nozzle and two #12 nozzles. The fluid density is
10 ppg. Determine the constants c and m for the next bit run. The discharge
coefficient is Cd = 0.95.
Solution:
The total nozzle area is:
2 2
π 13 π 12
At = +2× = 0.3505 in2
4 32 4 32
For q = 475 gpm we have (Equation [6.6]):
ρ q2 10 × 4752
∆pb = = = 1691 psi
12034 Cd2 A2t 12034 × 0.952 × 0.35052
∆pf = 3000 − 1691 = 1309 psi
For q = 250 gpm we have:
10 × 2502
∆pb = = 468.4 psi
12034 × 0.952 × 0.35052
∆pf = 1000 − 468.4 = 531.6 psi
Using these values in Equation (6.11) we have:
1309 = c × 475m
531.6 = c × 250m
Therefore, for the next bit run, the frictional pressure drop should quite ac-
curately be expressed by:
The two most common criteria used to select the nozzles are
Pb = PH − Pf = ∆pp q − ∆pf q .
Pb = ∆pp q − c q m+1 .
Note that the power developed at the bit is function of the flow rate q. To
obtain the flow rate of maximum power at the bit, we make
dPb
= ∆pp − (m + 1) c q m = ∆pp − (m + 1) ∆pf = 0 .
dq
Solving for ∆pf gives:
∆pp m
∆pf = = c qopt .
m+1
Therefore, the flow rate for maximum power at the bit is:
m1
∆pp
qopt = . (6.12)
c(m + 1)
The pressure drop at the bit for maximum jet impact force is:
2 ∆pp
∆pb = ∆pp − ,
m+2
m
∆pb = ∆pp . (6.15)
m+2
For a given optimum pressure drop at the bit ∆pb (calculated using one of the
criteria above), the total nozzle are is calculated using Equation (6.5):
ρ q2
∆pb = ,
2 Cd2 A2t
s
qopt ρ
(At )opt = .
Cd 2 (∆pb )opt
Example 26: For the data of Example 25 and ∆pp = 3000 psi, determine the
optimum flow rate, the pressure drop at the bit, and the total nozzle area for (a)
maximum hydraulic power at the bit, and (b) maximum jet impact force.
Solution:
The frictional pressure drop model for Example 25 is
Then we have
(a) maximum hydraulic power at the bit
m1 1
1.404
∆pp 3000
qopt = = = 459 gpm
c(m + 1) 0.2286 × (1.404 + 1)
m 1.404
∆pb = ∆pp = × 3000 = 1752 psi
m+1 1.404 + 1
s r
qopt ρ 459 10
(At )otm = = = 0.333 in2
109.7 Cd (∆pb )opt 109.7 × 0.95 1752
m1 1
1.404
2∆pp 2 × 3000
qopt = = = 587 gpm
c(m + 2) 0.2286 × (1.404 + 2)
m 1.404
∆pb = ∆pp = × 3000 = 1237 psi
m+2 1.404 + 2
r
587 10
(At )otm = = 0.506 in2
109.7 × 0.95 1237
∆p q
PH = . (2.6)
1714.29
Taking the logarithm of this expression and solving for log ∆pp we obtain:
For the maximum pump pressure (PH )max , plotting log ∆pp versus logq re-
sults in a a straight line with slope -1, as shown in Figure 6.6 (other values for
PH plots as lines parallel to the maximum power line).
The pump can theoretically operate in any condition below the maximum
hydraulic power line. In addition, three other constraints limit the operational
area:
∆p
too much as the well deepens, the optimum ratio ∆pfp (for one of the criteria)
remains quite constant. Therefore, as the pump operational conditions change
during the drilling, the optimum condition is that for which the values of the
frictional pressure drop ∆pf follows the bold line in Figure 6.9. This line is
called the path of optimum hydraulics.
Consider now the expression for the pressure drop due to friction, ∆pf =
c q m , where c and m depend on the depth. Taking the logarithm of this expres-
sion results in the following expression:
log ∆pf = log c + m log q
Therefore, the graph of log ∆pf × log q plots as a straight line with slope m
as shown in Figure 6.10.
The point where a frictional pressure drop line intercepts the path of opti-
mum hydraulics defines the pair qopt and (∆pb )opt . These values of optimum
flow rate and optimum pressure drop at the bit are used to calculate the total
bit nozzle area for the next bit run.
Example 27: Determine the proper pump operating conditions and bit nozzle
sizes for maximum hydraulic power for the next bit run. The bit currently in use
has three #12 nozzles. The driller has recorded that when the 9.8 lbm/gal fluid
is pumped at a rate of 485 gal/min, a pump pressure of 2900 psig was observed
and when the pump was slowed to a rate of 260 gal/min, a pump pressure of
980 psig was observed. The nominal power of the pump is 1250 hp with an
efficiency of 95%. The minimum flow rate to lift the cuttings is 230 gal/min. The
maximum allowable surface pressure is 3000 psig. The fluid density will remain
unchanged in the next bit run. (Use Cd = 0.95
Solution:
The hydraulic power delivered by the pump is
For a maximum surface pressure of 3000 psi, the maximum flow rate is
1714.29 × 1188
qmax = = 679 gpm
3000
Now we need to calculate the frictional pressure drop for the two flowing test
points. The total nozzle area is
2
π 12
At = 3 × = 0.3313n2
4 32
The pressure drop across the bit and the frictional pressure drop for q = 485 gpm
are:
ρ q2 9.8 × 4852
∆pb = = = 1934 psi
12034 Cd2 A2t 12034 × 0.952 × 0.33132
∆pf = ∆pp − ∆pb = 2900 − 1934 = 966 psi
The pressure drop across the bit and the friction pressure drop for q = 260 gpm
are:
9.8 × 2602
∆pb = = 556 psi
12034 × 0.952 × 0.33132
∆pf = 980 − 556 = 424 psi
966 = c × 485m
424 = c × 260m
m = 1.321
h i
c = 0.2741 gpmpsi1.321
For the maximum hydraulic power criterion, the optimum pressure drop due to
friction and the optimum pressure drop across the bit are:
∆pp 3000
(∆pf )opt = = = 1292 psi
m+1 1.321 + 1
m 1.321
(∆pb )opt = ∆pp = × 3000 = 1708 psi
m+1 1.321 + 1
which defines the optimum hydraulics for the maximum hydraulic power at the
bit. A plot of the path of optimum hydraulics, the line of frictional pressure
drop line (the straight line passing at the two test points), and the optimum
operational point are shown in the graph in Figure 6.11.
The frictional pressure drop line intercepts the path of optimum hydraulics at
1292 psi. The optimum flow rate is calculated from the frictional pressure drop
model for the condition of the operation:
Therefore, the pressure drop across the bit is ∆pb = 1708‘psi at the flow rate of
603 gpm. The total nozzle bit area is calculated from:
r
603 9.8
(At )otm = = 0.4383 in2
109.7 × 0.95 1708
Sets of nozzles to use are